See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,091 | $171,865-44.1% | $149,718-35.8% | $147,584-34.9% |
| Participation rate | 82.6% | 88.2%-5.6pp | 87.1%-4.5pp | 82.8%-0.2pp |
| Annual return | 15.61% | 2113.22%-2097.6pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,989 | $6,275+27.3% | $5,445+46.7% | $4,876+63.8% |
| Participant deferral / active EE | $15,478 | $7,271+112.9% | $6,569+135.6% | $5,439+184.6% |
| Admin fee / account holder | $6,637 | $13,799-51.9% | $11,283-41.2% | $10,885-39.0% |